Monadnock Family Services Tax Sheltered 403(B) Plan — Form 5500 plan (Monadnock Family Services)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Monadnock Family Services Tax Sheltered 403(B) Plan is a benefit plan reported by Monadnock Family Services under EIN 02-6012230 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $4,313,678 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Monadnock Family Services
- EIN
- 02-6012230
- Plan number
- 001
- Plan type
- 2
- Location
- Keene, NH
- Latest filing year
- 2023
- Participants
- 234
- End-of-year plan assets
- $4,313,678
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20260407190139NAL0005238531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,313,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,313,678
- Net assets (BOY)
- $4,024,396
Income & contributions
- Employer contributions
- $70,584
- Participant contributions
- $290,090
- Total contributions
- $486,013
- Total income / additions
- $1,019,316
Expenses & distributions
- Benefits paid
- $699,518
- Administrative expenses
- $30,516
- Total expenses
- $730,034
- Net increase / (decrease)
- $289,282
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,782 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |